A focused project
A defined piece of work with a beginning and an end: a retirement date, a job change, an inheritance, a sale.
- A discovery conversation
- Analysis of the question in front of you
- Written recommendations
- Next steps in order
Ways to work together
Choose the shape
that fits your needs.
Some questions need one focused project. Others need a planner beside you for years. Here are the three ways people usually work with Grove.
Three engagements
Focused, ongoing
or shaped to you.
Every engagement begins with the same first conversation.
An ongoing plan
Comprehensive planning followed by regular reviews, with investment planning and coordination with your other advisers.
- Planning across every area
- Investment planning for every account
- Reviews on a set schedule
- Coordination with your CPA and attorney
Owner and family strategy
Planning for business transitions, family wealth conversations and decisions that involve several people.
- Scenarios for a sale or succession
- Family meetings and agendas
- Coordination across advisers and relatives
- Work shaped to your situation
Fees depend on the scope of work and are agreed in writing before any work begins. Nothing on this page is an offer of a particular service or price.
Your next step
Build on a steadier
financial footing.
Start with one focused conversation about what matters to you, what is changing and where a clearer picture would help.